See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,698 | $127,777+115.0% | $106,548+157.8% | $167,490+64.0% |
| Participation rate | 91.7% | 78.3%+13.4pp | 76.1%+15.5pp | 82.1%+9.6pp |
| Annual return | 14.00% | 33.87%-19.9pp | 26.80%-12.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,354 | $3,427-60.5% | $2,819-52.0% | $4,837-72.0% |
| Participant deferral / active EE | $5,335 | $5,087+4.9% | $4,398+21.3% | $6,341-15.9% |
| Admin fee / account holder | $25,907 | $11,228+130.7% | $7,407+249.8% | $12,309+110.5% |